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Paychex

1,486 hedge funds and large institutions have $26.4B invested in Paychex in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 609 increasing their positions, 525 reducing their positions, and 209 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $32.3B → $26.4B (-$5.93B)

30% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 209

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
1,486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$182M
Puts
$149M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1201
Capital Analysts LLC
Pennsylvania
$141K
CB
1202
Centennial Bank
Arkansas
$140K
HIW
1203
Holos Integrated Wealth
Pennsylvania
$138K
WTA
1204
Washington Trust Advisors
Massachusetts
$137K
HBW
1205
Hazlett, Burt & Watson
West Virginia
$135K
Los Angeles Capital Management
1206
Los Angeles Capital Management
California
$135K
VNA
1207
Valley National Advisers
Pennsylvania
$134K
GEA
1208
Glen Eagle Advisors
New Jersey
$133K
ST
1209
Smithfield Trust
Pennsylvania
$133K
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$132K
CAL
1211
Capital Advisors Ltd
Ohio
$131K
EPW
1212
Evergreen Private Wealth
Colorado
$131K
HIM
1213
Hillsdale Investment Management
Ontario, Canada
$130K
MHR
1214
Matthew Hamilton Rosenberg
$128K
QWM
1215
Quaker Wealth Management
New Jersey
$128K
ITIM
1216
Indiana Trust & Investment Management
Indiana
$126K
DSC
1217
Duncker Streett & Co
Missouri
$123K
AF
1218
Advisornet Financial
Minnesota
$122K
CFD
1219
Creative Financial Designs
Indiana
$122K
CCWM
1220
Cassaday & Co Wealth Management
Virginia
$121K
OSNBOA
1221
Old Second National Bank of Aurora
Illinois
$119K
DJSG
1222
D.J. St. Germain
Massachusetts
$119K
SEP
1223
Signature Equity Partners
Ohio
$117K
BCM
1224
Blume Capital Management
California
$117K
PF
1225
PlanVest Financial
Maryland
$114K